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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,238 | $183,539-56.8% | $155,556-49.1% | $145,897-45.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.83% | 61.31%-56.5pp | 64.84%-60.0pp | 552.29%-547.5pp |
| Employer contribution / active EE | $1,122 | $5,315-78.9% | $4,675-76.0% | $4,663-75.9% |
| Participant deferral / active EE | $3,271 | $6,467-49.4% | $5,631-41.9% | $6,689-51.1% |
| Admin fee / account holder | $1,540 | $19,275-92.0% | $15,885-90.3% | $13,390-88.5% |